How do I create a booking on behalf of a customer?
Open an order and use Add Service to choose a service and its booking time.
- From Orders or Bookings, select Create New Order.
- Choose the sublocation under Location.
- Under Associate, choose Customer or Company, Active Booking, or Enquiry. For a customer, use Add Customer to select the relevant person.
- Select Add Service to open Book Service.
- Choose the service, then an available date and time. The dialog contains Booking Summary and Add to Order.
If the calendar has no selectable dates and displays No available times for this date, the selection cannot proceed: Add to Order remains disabled. Opening the dialog or selecting a service alone does not finish the booking.
See Orders for the order workflow. Completing the order and confirming its resulting booking are separate from selecting the service in this dialog.